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Maxio

Maxio + Salesforce: Built for B2B SaaS

Overview

The Maxio + Salesforce integration gives your teams the tools they need to manage your unique subscription business. From product catalog to subscription previews to close and beyond, the Maxio + Salesforce integration gives you complete control.

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  • Go to market the way you want. Maxio allows you to test different billing and pricing models out-of-the-box, including variable, multi-attribute, stair-step, and more to create a seamless experience for your customers.

  • Ensure that your customers don’t churn because of late, failed or missing payments. Utilize Maxio’s collections and dunning capabilities to keep your customers around for the long term.

  • Maxio provides full visibility into your products performance and helps you identify which products and customer cohorts are contributing most to your bottom line. Make more informed decisions and avoid any stagnation in your pricing models over time.

The Maxio for Salesforce integration provides a two-way sync which allows you to push data from Maxio to Salesforce and vice versa. - Create customers and subscriptions - Update payment information - Change product (prorated or non-prorated) - Cancel or reactivate - Allocate components - Add or update custom field values - View Historical Transactions - Create subscriptions from Salesforce CPQ Quote - And much more ...

Categories

Business Needs
Finance
Accounting
Payments Processing
Personas
Administrator
Business Operations Manager
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package